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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $554,041 | $148,558+272.9% | $135,925+307.6% | $139,427+297.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 28.25% | 79.22%-51.0pp | 68.25%-40.0pp | 373.27%-345.0pp |
| Employer contribution / active EE | $5,667 | $5,244+8.1% | $4,857+16.7% | $4,752+19.3% |
| Participant deferral / active EE | $14,180 | $8,101+75.0% | $7,759+82.8% | $6,711+111.3% |
| Admin fee / account holder | $26,806 | $12,401+116.2% | $10,764+149.0% | $11,404+135.1% |